BFIT News and Press, Global X Health & Wellness Thematic ETF From 05/20/22

The new export orders index from S&P Global's PMI business surveys tracks foreign demand for both goods and services. In a manufacturing company, goods exports are readily quantified as those to be shipped to non-domestic customers. After the initial pandemic downturn in deman...

Nu Skin beat top and bottom line estimates in Q1. Growth though is on the wane. We are plugging for the transition strategy to come good. Nu Skin will need external trading conditions to align accordingly. For further details see: Nu Skin: Hoping Any Potential Downturn W...

The overall global economic slowdown, plus China’s Covid lockdowns, are taking a toll. Apple and GE have warned their distributors about production and delivery problems due to China. Another example is falling vehicle sales in April in China for BMW, VW Group, and Tesla. Since...

Stock markets have seen immense volatility this year. The sharply rising inflation, Russia’s invasion of Ukraine and central banks raising interest rates are all weighing on equities. With volatility expected to remain high, reducing equity risk can be challenging but achie...

The rising rate, rising dollar environment continues with the dollar index hitting a 20-year high last week. That rising dollar is having an impact on the rest of the global economy but so far it has been manageable. There are a lot of companies out there that have come public over th...

But aren’t apparel stocks defensive holdings? Yes, except when their price is now due to rise soon. This is a buy-to-sell-at-a-higher-price action. Zumiez is not a buy-to-hold because its price may go down less than others. The Active Investment strategy employs time produc...

Our macroeconomic forecasting team assesses how the war and latest survey data have altered the economic outlook, policymaking and recession risks. Global growth was dragged lower, principally by steep contractions in Russia and mainland China. Barring the initial COVID-19 outbreak, M...

For the first quarter, 1 Main Capital Partners, L.P. (the “Fund”) returned (11.4)% net of fees and expenses. Occasional pullbacks are to be expected in the pursuit of our goals. Drawdowns are not fun of course, but I believe that enduring them in exchange for higher ...

Movements in global sector indices are consistent with investors reappraising portfolio allocations and shifting objectives towards capital preservation in real terms. The volatility in interest rate expectations has flowed into FX markets. We maintain a neutral outlook on global ...

We're seeing declining asset prices from bond to equities, and in some cases, real assets because of higher inflation. We are seeing early signs that inflation is starting to moderate. Equity market is currently pricing in the probability of a mild recession. For further det...